Knowing Which Medical Paperwork to Keep
Medical Paperwork Assistance
Making Sense of Medical Paperwork
At the Uncluttered Life, we have unique qualifications in addition to our decluttering and organizing services. Cathy, our co-owner, is highly skilled in patient advocacy and medical insurance billing. She holds three degrees in this subject including a masters in Patient Advocacy and a MS in Health Policy and Law from UCSF. She also has practical knowledge in the healthcare industry.
Cathy has also trained twice with HICAP, part of the national network of State Health Insurance Assist Programs (SHIP) which is the most dependable source of unbiased and accurate Medicare related information. For this reason, she is particularly skilled at working with the senior population and their families. This skillset is helpful to those who are downsizing, taking care of an elderly parent, or need help understanding their medical bills.
Medical Paperwork
Letting Go of Medical Paperwork and Knowing What to Keep
Sorting through years of medical paperwork can feel overwhelming, especially when you’re unsure what’s truly necessary to keep. Many people hold on to every document “just in case,” which leads to overflowing files and unnecessary stress. A helpful guideline is to keep records that relate to diagnoses, major procedures, immunizations, long-term treatment plans, and anything tied to ongoing care. Routine paperwork—such as old appointment reminders, duplicate copies, or outdated instructions—can typically be safely discarded.
Making Sense of Medical Bills and Staying Organized
Medical bills can be confusing, especially when they come from multiple providers or contain unfamiliar codes. When we assist you with your medical bills, we start by reviewing each bill for accuracy and comparing it to your insurance explanation of benefits (EOB) to confirm what was covered and what you actually owe. When something doesn’t look right, we will explain how to call the provider’s billing office for clarification—they deal with these questions every day. To stay organized, we suggest you keep a dedicated folder or binder for current-year bills and insurance statements, separating them by provider or date. This system not only reduces stress but also makes it easier to track payments, dispute errors, and stay on top of your healthcare finances.
Let’s work together!
We are always here to help with the medical paperwork process.
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